Platinum

  • 10% off Annually
  • Quickbooks Bookkeeping
  • Unlimited
  • Up to 500 transactions
  • Reconciliation of banks, credit cards, and loans
  • Monthly (15th) Financial Statements
  • Email statement delivery or in-person
  • Quarterly phone/video/in-person review
  • Vendor/client/employee inquiries – unlimited email
  • Financials to CPA
  • Payroll management add-on
  • Cash Flow Reports
  • Accounts receivable
  • Accounts payable
  • Annual strategic planning and consulting
  • Notary
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